Managing Risk In Retirement
07/30/24 • 14 min
1 Listener
Abe discusses the current state of the market and the importance of balancing risk in a retirement plan. He also highlights the challenges faced by women in retirement and why healthcare planning shouldn't be overlooked.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
Abe discusses the current state of the market and the importance of balancing risk in a retirement plan. He also highlights the challenges faced by women in retirement and why healthcare planning shouldn't be overlooked.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
Previous Episode
Preparing For Taxes And Risks Of A Stock Market Bubble
Abe discusses making savings work in retirement, what the expiration of the Trump tax cuts could mean, and the risk of a stock market bubble. He emphasizes the importance of tax planning, including Roth conversions, to take advantage of current tax rates.
Abe also highlights the need to protect retirement savings from market downturns by implementing a balanced investment strategy.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
Next Episode
Mitigating the Risk of Outliving Your Assets
As retirement approaches, it is important to protect your nest egg and make your money work for you. Timing the markets is nearly impossible, so it is crucial to have a proactive retirement plan in place. Reducing risk and protecting life savings from downturns is essential. Abe discusses one way to mitigate the risk of outliving your assets is through guaranteed income, such as annuities. Annuities can serve as a bond alternative and provide principal protection.
It is important to build a retirement plan on a rock-solid foundation and consider diversifying risk within the portfolio. Taking chips off the table and protecting life savings from all potential risks, including market downturns, higher taxes, and healthcare events, is crucial.
Ready to get a second look at your retirement plan? Visit TheRetirementKey.com today!
See omnystudio.com/listener for privacy information.
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